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Mastering Redmine - Second Edition

Book Description

An expert's guide to open source project management with Redmine

About This Book

  • Learn Redmine through the basic topics to the mastering ones
  • Customize Redmine without breaking upgrade compatibility
  • Become an expert of Redmine after having read this comprehensive guide with tips, tricks and best practices.

Who This Book Is For

This book is best suited for project managers and Redmine administrators who have working knowledge of Redmine and who now want to get advanced practical knowledge to manage and monitor projects effectively and efficiently.

What You Will Learn

  • Forget about troubles with installing and configuring Redmine
  • Feel at ease with using Redmine wiki syntax
  • Get familiar with the permissions system and issue life cycle in Redmine
  • Use Redmine for issue tracking, project hosting, project management, and time tracking
  • Find and choose plugins, and get familiar with some of the most useful Redmine plugins

In Detail

Redmine is not only one of the popular open source project management applications but also one of the best project hosting and issue tracking solutions.

This book is an update of our previous successful edition, Mastering Redmine. This book is a comprehensive guide that will give you a detailed practical understanding on how to effectively manage, monitor and administer complex projects using Redmine.

You will get familiar with the concept of Issue Tracking and will get to know why and what makes Redmine one of the best issue trackers. Another main part of Redmine functionality, which is Managing projects shows why this is one of the best applications for project hosting. Furthermore, you will learn more about Redmine rich text formatting syntax, access control and workflow and time Tracking. Towards the end, you will unleash the power of custom fields and guides to show how to customize Redmine without breaking upgrade compatibility.

By the end of the book, you will have a deep practical understanding on how to effectively monitor and manage large scale and complex projects using Redmine.

Style and approach

A comprehensive practical guide that will help the readers from custom configuration to integration of complex plugins and applications, and will leverage Redmine in appropriate situations for better and efficient results.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. Mastering Redmine Second Edition
    1. Table of Contents
    2. Mastering Redmine Second Edition
    3. Credits
    4. About the Author
    5. About the Reviewer
    6. www.PacktPub.com
      1. eBooks, discount offers, and more
        1. Why subscribe?
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the color images of this book
        2. Errata
        3. Piracy
        4. Questions
        5. Discussions
    8. 1. Getting Familiar with Redmine
      1. What is Redmine?
        1. Why Redmine succeeds?
      2. Walking through the Redmine interface
      3. MySQL, PostgreSQL, SQLite or Microsoft SQL Server
      4. Textile or Markdown?
      5. Selecting a Source Control Management (SCM)
      6. Selecting a web server and an application server
      7. Redmine versions
      8. Forks
      9. Summary
    9. 2. Installing Redmine
      1. Introduction to installation options
      2. Installing Redmine from a package
      3. Installing Redmine and MySQL server
        1. Configuring the MySQL server package
        2. Configuring the Redmine package
        3. Installing Apache and Passenger
        4. Connecting Redmine and Apache
      4. Verifying and completing the installation
        1. Upgrading the Redmine package
      5. Installing Redmine from sources
        1. Downloading and installing Redmine
        2. Configuring the database
        3. Installing Ruby and Bundler
          1. Resolving Bundler errors
        4. Installing dependencies
        5. Installing the MySQL server, Apache, and Passenger
        6. Setting up the database
        7. Finalizing the Redmine installation
        8. Configuring Apache
        9. Verifying and completing the installation
        10. Upgrading Redmine
      6. Other installation options
        1. Hosting Redmine
        2. Redmine server hosting
        3. Using the TurnKey Redmine appliance
        4. Using the Bitnami Redmine Stack
        5. Using Docker
      7. Summary
    10. 3. Configuring Redmine
      1. The first thing to fix
      2. The general settings
        1. The General tab
          1. The Cache formatted text setting
          2. Other settings tips
        2. The Display tab
          1. The Use Gravatar user icons setting
          2. The Default Gravatar image setting
          3. The Display attachment thumbnails setting
        3. The API tab
        4. The Files tab
      3. Authentication
        1. The Authentication tab
          1. The Allow OpenID login and registration setting
        2. LDAP authentication
      4. Email integration
        1. Email delivery
          1. The configuration.yml file
          2. The Email notifications tab
          3. Reminder emails
        2. Email retrieval
          1. Handling incoming emails
          2. Forwarding emails from mail server
          3. Fetching emails from IMAP/POP3
      5. Repository integration
        1. The Repositories tab
        2. Fetching commits
          1. Using cron
          2. Using an SCM hook
        3. Automatic creation of repositories
        4. Advanced repository integration
      6. Troubleshooting
      7. Summary
    11. 4. Issue Tracking
      1. Creating an issue
        1. Issue categories
        2. Issues and project versions
      2. The issue page
        1. Subtasks
        2. Related issues
      3. The issue list
        1. Custom queries
      4. Updating an issue
        1. Bulk update
      5. Issue reports
      6. Importing issues
      7. Keeping track of changes
      8. Configuring issue tracking
        1. The Issue tracking module
        2. The Issue tracking tab
        3. Issues and repository integration
      9. Summary
    12. 5. Managing Projects
      1. Modules
        1. The Issue tracking module
          1. The Roadmap page
          2. The Version page
        2. The News module
        3. The Documents module
        4. The Files module
        5. The Wiki module
        6. The Repository module
        7. The Forums module
        8. The Calendar module
        9. The Gantt module
      2. The global configuration
      3. Creating a project
      4. The project pages
        1. The Overview tab
        2. The Activity tab
      5. The project configuration
        1. The Information tab
        2. The Modules tab
        3. The Members tab
        4. The Versions tab
        5. The Wiki tab
      6. Closing a project
      7. The project list
      8. Project maintenance best practices
        1. Custom queries
      9. Administering projects
        1. Copying projects
        2. Archiving projects
      10. Summary
    13. 6. Text Formatting
      1. Formatting text in Redmine
        1. The Wiki toolbar
        2. Preview
        3. Where to store linked images?
      2. The Wiki syntax
        1. The basics
        2. Lists
        3. Images
        4. Links
          1. Normal links
          2. Internal links
            1. Wiki links
            2. Project links
            3. Version links
            4. Issue links
            5. Attachment links
            6. News links
            7. Document links
            8. Forum links
            9. Repository links
      3. Code
      4. Tables
      5. Macros
        1. The Table of contents macro
        2. The Collapse macro
        3. The Thumbnail macro
        4. The Include macro
        5. The Child pages macro
        6. The Hello world macro
        7. The Macro list macro
      6. The advanced syntax
      7. Alignment options
        1. Padding options
        2. Custom styles and language
        3. The Textile span
        4. Disabling an element
        5. Advanced table syntax
      8. Summary
    14. 7. Access Control and Workflow
      1. The Roles and permissions page
        1. Permissions
          1. The Project block
          2. The Forums block
          3. The Calendar block
          4. The Documents block
          5. The Files block
          6. The Gantt block
          7. The Issue tracking block
          8. The News block
          9. The Repository block
          10. The Time tracking block
          11. The Wiki block
        2. The Permissions report page
      2. The Trackers page
      3. The Issue statuses page
      4. The Workflow page
        1. The Status transitions tab
        2. The Fields permissions tab
        3. Copying the workflow
        4. Checking the workflow summary
      5. Modifying the workflow
        1. Adding a role
        2. Adding a tracker
        3. Adding an issue status
      6. A practical example
      7. Summary
    15. 8. Time Tracking
      1. Time tracking in Redmine
      2. Activities
      3. Tracking your time
        1. Tracking time through commit messages
      4. Checking out the spent time
        1. Time spent on issues
        2. Time spent on versions
        3. Time spent on projects
        4. Activity of users
        5. Your time entries
      5. Time reports
        1. The Details tab
        2. The Report tab
      6. Summary
    16. 9. Personalization
      1. Gravatar
      2. The personal page
        1. The Issues assigned to me block
        2. The Reported issues block
        3. The Watched issues block
        4. The Latest news block
        5. The Calendar block
        6. The Documents block
        7. The Spent time block
      3. Getting updates
        1. The email notifications
        2. Watching
        3. News feeds
      4. Personalizing the issue list
      5. On-the-fly account creation
        1. OpenID
        2. LDAP
      6. Summary
    17. 10. Plugins and Themes
      1. Finding plugins
        1. The official directory
        2. GitHub
      2. Installing a plugin
        1. Upgrading plugins
        2. Uninstalling a plugin
      3. A review of some plugins
        1. The Exception Handler plugin
        2. The jsToolbar CodeRay extension
        3. The Monitoring & Controlling plugin
        4. The Git Hosting plugin
        5. The Agile plugin
      4. Installing a theme
      5. A review of some themes
        1. The Basecamp theme
        2. The Modula Mojito theme
        3. The A1 theme
        4. The Highrise theme
      6. Summary
    18. 11. Customizing Redmine
      1. Custom fields
        1. Custom field options
          1. The Required option
          2. The Editable option
          3. The For all projects option
          4. The Used as a filter option
          5. The Searchable option
          6. The Visible option
        2. Custom field formats
          1. The Boolean format
          2. The Date format
          3. The Float format
          4. The Integer format
          5. The Key/value list format
          6. The Link format
          7. The List format
          8. The Long text format
          9. The Text format
          10. The User format
          11. The Version format
        3. Customized objects
      2. Customizing with Textile
        1. Styled boxes
        2. Using icons
        3. Table-based layout
      3. Customizing the theme
      4. Customizing with a plugin
        1. Writing a simple plugin
        2. Customizing view files
        3. Using hooks
      5. Helping Redmine
      6. Summary
    19. A. Quick Syntax Reference
    20. Index